Ropes Wealth Advisors’s Waste Management WM Stock Holding History

Ropes Wealth Advisors’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-226	Closed	-$27K	–	796
2020 Q4	$27K	Buy	226 +26	+13%	+$3.03K	﹤0.01%	452
2020 Q3	$23K	Hold	200	–	–	﹤0.01%	423
2020 Q2	$21K	Hold	200	–	–	﹤0.01%	392
2020 Q1	$19K	Hold	200	–	–	﹤0.01%	370
2019 Q4	$23K	Sell	200 -75	-27%	-$8.47K	0.01%	404
2019 Q3	$32K	Buy	275 +75	+38%	+$8.76K	0.01%	380
2019 Q2	$23K	Hold	200	–	–	﹤0.01%	420
2019 Q1	$21K	Hold	200	–	–	0.01%	403
2018 Q4	$18K	Hold	200	–	–	0.01%	388
2018 Q3	$18K	Hold	200	–	–	﹤0.01%	412
2018 Q2	$16K	Hold	200	–	–	﹤0.01%	437
2018 Q1	$17K	Hold	200	–	–	﹤0.01%	416
2017 Q4	$17K	Hold	200	–	–	﹤0.01%	467
2017 Q3	$16K	Hold	200	–	–	﹤0.01%	447
2017 Q2	$15K	Hold	200	–	–	﹤0.01%	428
2017 Q1	$15K	Hold	200	–	–	﹤0.01%	425
2016 Q4	$14K	Hold	200	–	–	﹤0.01%	429
2016 Q3	$13K	Hold	200	–	–	﹤0.01%	400
2016 Q2	$13K	Hold	200	–	–	﹤0.01%	354
2016 Q1	$12K	Buy	+200	New	+$11K	0.01%	321

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ropes Wealth Advisors's WM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Waste Management (WM) in Q1 2021, closing a stake of 226 shares — an estimated $27K sold.

Ropes Wealth Advisors first reported a position in WM in Q1 2016 and held it in 20 quarters. The position peaked at $32K in Q3 2019. 1,489 funds tracked by Wall St. Rank hold WM as of Q1 2021.

Ropes Wealth Advisors reported no remaining Waste Management position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 226 Waste Management shares in Q1 2021, an estimated $27K.
Ropes Wealth Advisors first reported a position in Waste Management in Q1 2016 and held it in 20 quarters.
Ropes Wealth Advisors's Waste Management position peaked at $32K in Q3 2019.
1,489 funds tracked by Wall St. Rank held Waste Management as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.